Title: Client Specialist
Reports to: Branch Manager
Job summary: Under supervision, and in accordance with existing procedures and systems, provides a variety of customer service functions involving the receipting and/or disbursing of funds. Work involves constant and direct dealing with bank customers and potential customers, and requires the ability to accurately record information and communicate effectively. Work might be performed on the teller platform or at the Drive-Through windows. Summary of essential job functions: • Provides one or more of the following services for customers, in person, by telephone or by mail: • Processes deposits to customer accounts, (Demand Deposit, Savings and etc.) • Disburses cash or check withdrawals. • Provides credit card cash advances. • Receives loan payments and service charge payments for services. • Process transfers between accounts as required. • Processes automatic distribution forms, recording allotments according to customer’s request. • Redeems US Savings Bonds. • Operates on-line teller terminal and accurately records amounts received and prepares reports of transactions. • Daily opens and closes his/her Teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to Teller Supervisor for disposition. • Performs such other duties as might be assigned from time to time, including but not limited to, check encoding, ATM machine balancing, address changes, filing, answer telephone, process mail, and assist employee in other departments as required. • Other job duties as assigned or requested by Management. • Performs all job duties in accordance with prescribed policies, procedures and regulatory requirements, including, but not limited to, the Bank Secrecy Act and Anti-Money Laundering. Supervisory Requirements: No requirement.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification and may not be all-inclusive. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Job descriptions may be modified when deemed appropriate by management.